How to Manage Invoices 📑

1. Use the Quick Filters in the left corner of the screen to display the invoices that are: 

• Unpaid  (Created + Sent)
• Created 
• Sent 
• Paid 

2. Use the Search field to search for a client name or invoice number.
3. Use the Sorting feature to sort the list by:

• Creation date 
• Issue date 
• Client name 

3. Use the Filtering feature to filter the list by: 

• Overdue status 
• Issue date 

4. Swipe left on an invoice to delete it, send it, or access the More menu to: 

   

• Mark invoice as sent
• Mark invoice as paid 
• Duplicate  
• Delete 

Guide To Managing an Invoice

Tap any invoice to manage it individually. 

1. Tap the three-dot icon to be able to:  

• Mark invoice as sent 
• Mark invoice as paid 
• Duplicate 
• Download 
• View Invoice History
• Delete 

That’s it! You’re all set to create, send, and manage invoices like a pro. Happy invoicing! 🎉